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iShares Select Dividend ETF

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
526
Sunflower Bank
Texas
$559K +$559K +5,815 New
KCM
527
Kanawha Capital Management
Virginia
$551K -$23.1K -240 -4%
CBFP
528
Cedar Brook Financial Partners
Ohio
$550K +$2.02K +21 +0.4%
NCM
529
Neumann Capital Management
California
$542K
Bank of Nova Scotia
530
Bank of Nova Scotia
Ontario, Canada
$539K +$539K +5,604 New
FNBOSM
531
First National Bank of South Miami
Florida
$537K
NFC
532
Northeast Financial Consultants
Connecticut
$535K
OAM
533
Oppenheimer Asset Management
New York
$531K -$3.17K -33 -0.6%
ERWM
534
Elk River Wealth Management
Colorado
$530K +$530K +5,506 New
SAS
535
Sanford Advisory Services
Michigan
$528K +$528K +5,491 New
DY
536
Dowling & Yahnke
California
$526K -$19.2K -200 -4%
BFA
537
Beacon Financial Advisory
Ohio
$525K +$42.8K +445 +9%
BA
538
Ballew Advisors
Mississippi
$524K -$8.48K -85 -2%
PCA
539
Peddock Capital Advisors
Massachusetts
$524K
JWA
540
JFS Wealth Advisors
Pennsylvania
$518K -$14.7K -153 -3%
DLHL
541
Donald L. Hagan LLC
Florida
$516K -$783K -8,150 -60%
SBH
542
Segall Bryant & Hamill
Illinois
$512K -$67.5K -701 -12%
VCM
543
Virtue Capital Management
Tennessee
$512K -$2.12K -22 -0.4%
AIM
544
Allen Investment Management
New York
$511K +$511K +5,317 New
LPIC
545
LeJeune Puetz Investment Counsel
Michigan
$510K
TA
546
TruWealth Advisors
Louisiana
$510K +$510K +5,307 New
WSTAM
547
Wilbanks Smith & Thomas Asset Management
Virginia
$509K -$24.4K -254 -5%
AC
548
Alley Company
Illinois
$507K
CNB
549
Camden National Bank
Maine
$506K -$23.6K -245 -4%
BAM
550
Bellevue Asset Management
Washington
$501K -$40.4K -405 -7%